George Shenouda CRPC® in

George Shenouda CRPC®

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Financial Advisor at Merrill Lynch
📍 Princeton, New Jersey, United States

George is a Financial Advisor and Wealth Manager with Merrill Lynch in Princeton, specializing in retirement planning for families and strategic guidance for business owners. A graduate of Rutgers, he holds the Chartered Retirement Planning Counselor designation and focuses on banking, lending, investing, and estate planning.

Outside of his direct role, George is engaged in the New Jersey community. He attends local events like the NJx Venture Summit and the New Jersey State League of Municipalities, where he enjoys connecting with entrepreneurs and local officials to learn about innovation and best practices.

Unique fact: George often uses fables and allegories in his communications to illustrate complex financial concepts like opportunity cost and the nature of wealth.

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Experience
3 Years
Current Role
Financial Advisor
Location
Princeton, New Jersey, United States
Personality Overview

How George shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics George cares about

Retirement Planning
This is his core specialization as a Chartered Retirement Planning Counselor, focusing on creating financial strategies for families.
Guidance for Business Owners
He specifically works with business owners on strategic financial guidance to help them gain more time and control over their assets.
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Career

Work history

9-2025
Financial Advisor
Merrill Lynch
5-2022
FSA - Merrill
Merrill Lynch
In the press

Media appearances

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Education
2018 - 2022
Bachelor's Degree
Rutgers
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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